LIM
Loudon Investment Management’s Ameriprise Financial AMP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.51M | Sell |
4,695
-1,292
| -22% | -$690K | 1.39% | 25 |
|
|
2025
Q1 | $2.9M | Hold |
5,987
| – | – | 1.66% | 20 |
|
|
2024
Q4 | $3.19M | Sell |
5,987
-230
| -4% | -$122K | 1.81% | 20 |
|
|
2024
Q3 | $2.92M | Sell |
6,217
-55
| -0.9% | -$25.8K | 1.6% | 22 |
|
|
2024
Q2 | $2.68M | Sell |
6,272
-10
| -0.2% | -$4.27K | 1.58% | 22 |
|
|
2024
Q1 | $2.75M | Sell |
6,282
-1,345
| -18% | -$590K | 1.58% | 23 |
|
|
2023
Q4 | $2.9M | Sell |
7,627
-94
| -1% | -$35.7K | 1.79% | 20 |
|
|
2023
Q3 | $2.55M | Sell |
7,721
-137
| -2% | -$45.2K | 1.75% | 20 |
|
|
2023
Q2 | $2.61M | Sell |
7,858
-470
| -6% | -$156K | 1.72% | 21 |
|
|
2023
Q1 | $2.55M | Sell |
8,328
-850
| -9% | -$261K | 1.77% | 20 |
|
|
2022
Q4 | $2.86M | Sell |
9,178
-338
| -4% | -$105K | 2.06% | 16 |
|
|
2022
Q3 | $2.4M | Hold |
9,516
| – | – | 1.91% | 18 |
|
|
2022
Q2 | $2.26M | Sell |
9,516
-56
| -0.6% | -$13.3K | 1.7% | 20 |
|
|
2022
Q1 | $2.88M | Sell |
9,572
-1,185
| -11% | -$356K | 1.89% | 18 |
|
|
2021
Q4 | $3.25M | Sell |
10,757
-358
| -3% | -$108K | 2.07% | 15 |
|
|
2021
Q3 | $2.94M | Sell |
11,115
-1,602
| -13% | -$423K | 2.09% | 16 |
|
|
2021
Q2 | $3.17M | Sell |
12,717
-718
| -5% | -$179K | 2.16% | 14 |
|
|
2021
Q1 | $3.12M | Sell |
13,435
-70
| -0.5% | -$16.3K | 2.24% | 15 |
|
|
2020
Q4 | $2.62M | Sell |
13,505
-635
| -4% | -$123K | 2.05% | 17 |
|
|
2020
Q3 | $2.18M | Sell |
14,140
-590
| -4% | -$90.9K | 1.84% | 21 |
|
|
2020
Q2 | $2.21M | Sell |
14,730
-245
| -2% | -$36.8K | 1.91% | 17 |
|
|
2020
Q1 | $1.54M | Hold |
14,975
| – | – | 1.61% | 19 |
|
|
2019
Q4 | $2.5M | Sell |
14,975
-240
| -2% | -$40K | 1.94% | 17 |
|
|
2019
Q3 | $2.24M | Sell |
15,215
-120
| -0.8% | -$17.7K | 1.88% | 18 |
|
|
2019
Q2 | $2.23M | Sell |
15,335
-340
| -2% | -$49.4K | 1.89% | 16 |
|
|
2019
Q1 | $2.01M | Buy |
15,675
+165
| +1% | +$21.1K | 1.76% | 18 |
|
|
2018
Q4 | $1.62M | Sell |
15,510
-450
| -3% | -$47K | 1.54% | 23 |
|
|
2018
Q3 | $2.36M | Sell |
15,960
-1,940
| -11% | -$287K | 1.89% | 20 |
|
|
2018
Q2 | $2.5M | Sell |
17,900
-610
| -3% | -$85.3K | 2.01% | 19 |
|
|
2018
Q1 | $2.74M | Sell |
18,510
-2,745
| -13% | -$406K | 2.18% | 15 |
|
|
2017
Q4 | $3.6M | Sell |
21,255
-1,018
| -5% | -$173K | 2.73% | 9 |
|
|
2017
Q3 | $3.31M | Sell |
22,273
-2,135
| -9% | -$317K | 2.59% | 9 |
|
|
2017
Q2 | $3.11M | Sell |
24,408
-865
| -3% | -$110K | 2.36% | 14 |
|
|
2017
Q1 | $3.28M | Sell |
25,273
-1,415
| -5% | -$183K | 2.49% | 11 |
|
|
2016
Q4 | $2.96M | Sell |
26,688
-76
| -0.3% | -$8.43K | 2.31% | 14 |
|
|
2016
Q3 | $2.67M | Buy |
26,764
+650
| +2% | +$64.8K | 2.08% | 18 |
|
|
2016
Q2 | $2.35M | Buy |
+26,114
| New | +$2.35M | 1.87% | 20 |
|